Work as a team

Roles

Member sources day to day, Admin manages people and Config, Owner handles billing and the workspace itself.

Last updated Aug 18, 2026

Every workspace has one Owner. Everyone else is Admin or Member. There are no custom permission sets.

MemberAdminOwner
Save and update profilesYesYesYes
Notes, activity, BooleanYesYesYes
View statuses and positionsYesYesYes
Invite, change roles, remove peopleNoYes (not the owner)Yes
Create and edit statuses and positionsNoYesYes
Billing and seatsNoNoYes
Rename or delete the workspaceNoNoYes
Leave the workspaceYesYesNo

Members see Config as view only. Billing is visible as a page, but only the owner can change the plan.

Who should be what

  • Member — recruiters and sourcers who capture profiles.
  • Admin — a lead who invites people and keeps statuses/positions tidy, without owning the card.
  • Owner — the person on the invoice. They cannot leave until ownership would change; today each workspace has a single owner.
Activity stays after someone is removed. You lose their login, not the history of what they saved.

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